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CIRC

Circle8 Group

48 hedge funds and large institutions have $4.37M invested in Circle8 Group in 2026 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 9

2.39% more ownership

Funds ownership: 3.44%5.83% (+2.4%)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

9% less funds holding

Funds holding: 5348 (-5)

47% less capital invested

Capital invested by funds: $8.23M → $4.37M (-$3.86M)

Holders
48
Holders Change
-5
Holders Change %
-9.43%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
20
Reduced
9
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$7.93K +$11.5K +7,288 +546%
TRCT
27
Tower Research Capital (TRC)
New York
$7.55K +$3.71K +2,350 +40%
Vanguard Global Advisers
28
Vanguard Global Advisers
Pennsylvania
$5.29K
UBS Group
29
UBS Group
Switzerland
$5.25K +$7.42K +4,698 +467%
Osaic Holdings
30
Osaic Holdings
Arizona
$4.47K +$7.67K +4,861 New
IWC
31
Integrated Wealth Concepts
Massachusetts
$4K +$6.86K +4,343 New
BNP Paribas Financial Markets
32
BNP Paribas Financial Markets
France
$2.38K -$3.69K -2,335 -47%
Barclays
33
Barclays
United Kingdom
$1.67K -$63.9K -40,468 -96%
Morgan Stanley
34
Morgan Stanley
New York
$1.52K -$2.1K -1,329 -45%
EWA
35
EverSource Wealth Advisors
Alabama
$970 +$1.5K +953 +934%
FFA
36
Farther Finance Advisors
California
$928 +$1.27K +803 +4,461%
AF
37
Allworth Financial
California
$582 +$906 +574 +990%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$326 +$420 +266 +302%
EP
39
Essential Partners
California
$274 +$260 +165 +124%
TWD
40
True Wealth Design
Ohio
$223 +$361 +229 +1,762%
RIL
41
Rothschild Investment LLC
Illinois
$98 +$147 +93 +664%
FFO
42
Fortitude Family Office
Arizona
$60 +$103 +65 New
SIC
43
SJS Investment Consulting
Ohio
$59 +$99 +63 +6,300%
TFA
44
Transamerica Financial Advisors
Florida
$52 +$90 +57 New
IA
45
IFP Advisors
Florida
$51 +$41 +26 +90%
CA
46
Clearstead Advisors
Ohio
$49 +$84 +53 New
Wells Fargo
47
Wells Fargo
California
$2 -$4.04K -2,562 -100%
SO
48
STRS Ohio
Ohio
-$163K -53,900 Closed
Deutsche Bank
49
Deutsche Bank
Germany
-$154K -50,817 Closed
Vanguard Portfolio Management
50
Vanguard Portfolio Management
Pennsylvania
-$122K -40,282 Closed

CIRC Hedge Fund Activity: Q2 2026 in Review

48 of the 8,264 institutional investors tracked by Wall St. Rank reported a position in Circle8 Group (CIRC) for Q2 2026, worth a combined $4.37M — down 47% from $8.23M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of CIRC and 18 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 20 added.

The largest buyer was Lazard Asset Management, opening a new position worth an estimated $1.23M. The largest seller was BlackRock, cutting an estimated $326K.

  • 48 institutional investors held Circle8 Group (CIRC) as of Q2 2026, down from 53 in Q1 2026.
  • Funds reported $4.37M of Circle8 Group stock for Q2 2026, down 47% quarter-over-quarter.
  • 18 funds opened new Circle8 Group positions in Q2 2026 and 19 closed out, a net change of -1 holder.
  • The largest Circle8 Group buyer in Q2 2026 was Lazard Asset Management, an estimated $1.23M added.
  • The largest Circle8 Group seller in Q2 2026 was BlackRock, an estimated $326K sold.

Based on aggregated 13F filings for Q2 2026.